Plan Snapshot
- Plan Sponsor: Greenway Ford, INC.
- Sponsor EIN: 591543301
- Sponsor Address: 520 N SEMORAN BLVD, ORLANDO, FL, 32807
- Plan Type: 401(k)
- Total Participants: 2,005
- Total Assets: $42.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,005 | $42.2M | $0 | $6.1M |
| 2023 | 2,231 | $37.7M | $0 | $6.3M |
| 2022 | 2,197 | $30.5M | $0 | $6.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $178,998 | — | $178,998 |
| 360 PAYROLL INTEGRATION CORP | INVESTMENT ADVISOR | $28,471 | — | $28,471 |
| GREENWAY AUTOMOTIVE MANAGEMENT LLC | OTHER | $9,800 | — | $9,800 |
| ROSENFIELD AND CO PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,269
- Estimated Expense Ratio: 0.515% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $225,634 | $36,780 | — | — | — |
| 2023 | $269,892 | $225 | $265,209 | — | — |
| 2022 | $318,281 | — | $318,281 | — | — |